Surekha Technologies

Our client is a well-known financial sector firm that provides the best plan to reach financial goals as per the need and comfort levels. They have a global presence and provide advisory approach, portfolio solutions, financial goals, and milestones. Also, deliver quality work and services.

Business Needs / Challenges:

• Needed a system to manage customer relationships efficiently and effectively.
• Needed a system where they can manage and schedule the team activities and meetings.
• Needed a way to quickly create leads based on customers' responses.
• Needed a solution to handle customer queries and follow-ups smoothly and systematically.
• Needed a way to manage sales targets and commissions of the employees.
• Needed a way to get report analysis of overall activities, targets, meetings, etc.
• Needed a way to manage the access rights as per the different roles and responsibilities.
• Needed a system to keep every workflow and task under observation and in full control at a single place.

Solution:

• Surekha Technologies' team was involved in requirement gathering, providing a platform to keep customer relationships maintained and run the business smoothly.
• Provided a customized and integrated efficient solution to maintain the relationship with customers and address them quickly and systematically.
• Provided a system to easily manage customer's queries as per different priorities levels, their follow-ups, and call summaries in order to avoid customer disappointment.
• Added a feature that sends queries status to the customer.
• Provided a system to manage sales targets and commission of the employees as per their involvement in the selling of various products/services.
• Helped the client to quickly connect with customers and keep their involvement by several scheduled meetings, calls, and email notifications in a timely manner.
• Provided a system to keep track of all the roles and responsibilities, employee activities, and tasks through the user-friendly graphical interactions.

Our client is among the top 10 world leaders in drug research and development and clinical trials. They have global presence with more than 80 offices in 30 countries employing over 10000 employees.

Business Needs / Challenges:

• Our client was looking to provide a common intranet platform for employees to share knowledge about their work, company values and culture.
• The aim was to minimise the gap between employees in different hierarchies.
• Client was looking for a solution which is easy to use for technical and non-technical users.
• Move away from traditional web and desktop based solution for multiple reasons. Client was looking to have professional technical support, standard architectural stack, ease in customisation and maintenance operations.

Solution:

• Surekha Technologies' team had co-ordinated with client's Business team to prepare a road-map, budgetary and architectural proposal for solution based on Liferay DXP.
• Easy to use custom and configurable Site Templates to replicate for various department.
• Customised user dashboard for various highlighting various activities related to user and department he is involved with.
• Hierarchical user authorisation to manage their actions on intranet portal.
• Custom workflow for publishing and reviewing contents.

Key Features:

• UI/UX design for intranet portal aligned to company's design guidelines.
• Easy content publishing and reviewing process.
• Configurable Liferay DXP themes.
• Custom and configurable site and page templates.
• SAML

Client's pain points :

• Creation of responsive design that is compatible with various resolution devices like Mobiles and Tablets.

• Integration of Konakart eCommerce software with Liferay.

• Need of customization of "Client Store Front" provided by Konakart.

• Implementation of steady and reliable one-to-one and group chat functionalities.

• Need to use Liferay's existing features like Blogs, Daily Activities and News.

• Need of customization of Liferay OOTB portlets and development of custom portlets for Liferay.

• Integration with Social Platforms to show the posts on the Portal page.

How we helped to resolve :

• Customized the Liferay portal according to evolving requirements over a long period of time.

• Daily scrum based model and Agile based development to improve the Portal on daily basis.

• Integrated Konakart with Liferay using Konakart admin panel and client store as separate portlets.

• Created custom client store using Konakart REST API to meet the requirements.

• Integrated Solr with Liferay and Konakart to provide Searching and Indexing.

• Customized Liferay OOTB portlets like Calendar to cater client's requirement.

• Developed and designed custom portlets for Kids Profile, School Interactive Timeline, To Do List and Notifications.

• Integrated Openfire Chat Server with Liferay to provide one-to-one and group chatting for members of the portal.

• Used REST APIs provided by Social Platforms like Facebook, Twitter and Google+ to fetch posts from the page of the company to the portal page.

• Performed extensive UI testing for all the resolutions to keep user experience unified across all the devices.

Needs / Challenges:

• Unique business flow that needs integration with multiple software and coordination for many departments and distributors for micro-factory models.
• Vendor and supplier portal to manage the sub-contracting supply chain.
• Hardware interfacing for fulfilling and tracking printing process per orders.

Solution:

The Surekha Technologies engineers' team coordinated with the client to prepare a roadmap, budgetary, workflow, and architectural proposal. Create a custom module and portal development for supplier and vendor for subcontracting functionalities.

Technologies:

• Cloud - Digital Ocean
• Python  
• Odoo  
• Postgres  
• AWS S3  
• Docker  
• GitLab CI/CD

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